Patriot Financial Group Insurance Agency, LLC

Insurance

Position in INTU — Intuit Inc.

CIK 1694883 Westborough, MA

Position in INTU

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$473,193

-$1,328,102 QoQ

Shares Held

1,813

-56.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,048

of 1,740 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,408,112 across 5 Software - Application names. INTU ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	16,749	$1,208,607
2	NOW	ServiceNow, Inc.	9,177	$911,092
3	INTU	Intuit Inc. This page	1,813	$473,193
4	ADBE	Adobe Inc.	2,281	$467,650
5	ADP	Automatic Data Processing Inc	1,552	$347,570

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,193	1,813	-56.5%	Shares	Sole	2026-07-16
2026-03-31	$1,801,295	4,166	+114.1%	Shares	Sole	2026-04-22
2025-12-31	$1,289,069	1,946	+5.0%	Shares	Sole	2026-01-26
2025-09-30	$1,266,115	1,854	+2246.8%	Shares	Sole	2025-10-08
2022-06-30	$30,449	79	+71.7%	Shares	Sole	2022-07-29
2022-03-31	$22,118	46	+24.3%	Shares	Sole	2022-05-11
2021-12-31	$23,799	37	-2.6%	Shares	Sole	2022-01-10
2021-09-30	$20,501	38	+5.6%	Shares	Sole	2021-11-24
2021-06-30	$17,646	36	+71.4%	Shares	Sole	2021-07-30
2021-03-31	$8,044	21	-70.4%	Shares	Sole	2021-04-29
2020-12-31	$26,969	71	-5.3%	Shares	Sole	2021-01-15
2020-09-30	$24,465	75	+31.6%	Shares	Sole	2020-10-21
2020-06-30	$16,882	57	0.0%	Shares	Sole	2020-07-10
2020-03-31	$13,110	57	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.